Atlas
February 18, 2026
Looking Glass Ai
February 18, 2026SkillEasi
Power smarter skills management with SkillEasi
Create, predict, and manage structured skills across records, with configurable picklists and metadata-driven logic in one intelligent component.
Pricing
Paid
Industry
Construction
Education
Executive Search
Financial Services
Medical
Pharma
Science
Technology
Compatible With
Asymbl
Bullhorn Jobscience
Bullhorn Recruitment Cloud
Bullhorn TargetRecruit
Salesforce
Seven20
Business Needs
Realtionship Management
Candidate Management
Client Contact Management
Contractor Care
Dynamic Visuals
Configure & Manage Custom Coding
SkillEasi transforms the way you manage skills across Salesforce. This powerful skills configuration component allows administrators to define structured skill frameworks for companies, candidates, and jobs — all without code. By selecting the object and picklist API name, SkillEasi dynamically surfaces configurable multi-select picklists directly within the record.
Beyond simple skill selection, SkillEasi enhances usability with predictive text for rapid data retrieval and effortless tagging. Built on Salesforce custom metadata, a single skill can be associated with multiple coding buckets, ensuring consistent classification and powerful filtering in list views and reports. The result is a streamlined, scalable skills intelligence framework designed to improve data quality, searchability, and recruitment precision.
Features list
Bring structure and intelligence to your skills data with SkillEasi — a smarter, more configurable way to manage skills in Salesforce. From defining custom skill frameworks to dynamically surfacing picklists across companies, candidates, and jobs, SkillEasi enhances how teams capture and categorise expertise. Each record becomes more searchable, more consistent, and more actionable — improving data quality and driving stronger recruitment precision across your platform.
Predictive text enables rapid skill selection with just a few keystrokes, while custom metadata-driven architecture allows a single skill to be associated across multiple coding buckets. Administrators retain full control with simple configuration, eliminating the need for custom development. The result is a structured, scalable skills intelligence framework — designed to improve filtering, reporting, and decision-making across your organisation.
Additional Details
SkillEasi is architected as a metadata-driven skills management layer within Salesforce, designed to standardise and structure skills data across multiple objects. By leveraging Salesforce custom metadata, administrators can define skill configurations once and dynamically surface them across companies, candidates, and job records. This eliminates duplicated picklists, inconsistent taxonomies, and fragmented skill tracking, creating a governed, scalable framework for structured skills intelligence.
The component supports configurable single-select and multi-select picklists by referencing object and field API names, allowing organisations to deploy skill controls without custom development. Predictive text functionality enables rapid retrieval of skill values by typing two or more characters, significantly improving data entry speed and reducing input errors. All selections write back directly to the underlying record fields, ensuring full compatibility with list views, reports, automation, validation rules, and downstream processes.
From a governance perspective, SkillEasi respects Salesforce security models, field-level permissions, and record visibility settings. Centralised metadata control ensures that skill definitions can be updated without schema changes, preserving data integrity while enabling evolution of your taxonomy over time. Multi-association capability allows a single skill to be mapped to multiple coding buckets, supporting advanced filtering, segmentation, and analytics without duplicating records.
Operationally, SkillEasi improves data quality, reporting accuracy, and search precision. By transforming unstructured skill inputs into a consistent, configurable framework, organisations gain stronger visibility into talent capability, client requirements, and job alignment. The result is a robust, scalable skills intelligence engine built to support smarter matching, cleaner reporting, and long-term platform sustainability.
SkillEasi is architected as a metadata-driven skills management layer within Salesforce, designed to standardise and structure skills data across multiple objects. By leveraging Salesforce custom metadata, administrators can define skill configurations once and dynamically surface them across companies, candidates, and job records. This eliminates duplicated picklists, inconsistent taxonomies, and fragmented skill tracking, creating a governed, scalable framework for structured skills intelligence.
The component supports configurable single-select and multi-select picklists by referencing object and field API names, allowing organisations to deploy skill controls without custom development. Predictive text functionality enables rapid retrieval of skill values by typing two or more characters, significantly improving data entry speed and reducing input errors. All selections write back directly to the underlying record fields, ensuring full compatibility with list views, reports, automation, validation rules, and downstream processes.
From a governance perspective, SkillEasi respects Salesforce security models, field-level permissions, and record visibility settings. Centralised metadata control ensures that skill definitions can be updated without schema changes, preserving data integrity while enabling evolution of your taxonomy over time. Multi-association capability allows a single skill to be mapped to multiple coding buckets, supporting advanced filtering, segmentation, and analytics without duplicating records.
Operationally, SkillEasi improves data quality, reporting accuracy, and search precision. By transforming unstructured skill inputs into a consistent, configurable framework, organisations gain stronger visibility into talent capability, client requirements, and job alignment. The result is a robust, scalable skills intelligence engine built to support smarter matching, cleaner reporting, and long-term platform sustainability.
Install & Setup
Your subscription begins once our product is installed into your Sandbox environment. From there, we work in partnership with your team to configure the standard version of this product in line with best practice and your existing Salesforce setup. As part of this process, we ensure your key data fields are correctly aligned..
Where enhancements are requested to tailor the product more closely to your specific internal processes, these can be scoped and delivered collaboratively. Any additional development outside the standard configuration would be agreed in advance. Ongoing support for extended functionality will be aligned to your selected support package.
A typical implementation timeline from Sandbox installation through to Production deployment is approximately 1–2 weeks, depending on availability for testing and sign-off.
The implementation scope includes:
• Installation into a Sandbox environment
• Configuration and internal testing by our team
• Project management oversight
• User acceptance testing (UAT) by your team
• Formal sign-off
• Train-the-trainer session for up to three users
• Deployment into Production
• Post-deployment validation and initial support
If deployment into additional Sandbox environments is required, we are happy to accommodate this and will agree scope and approach in advance.
Your subscription begins once our product is installed into your Sandbox environment. From there, we work in partnership with your team to configure the standard version of this product in line with best practice and your existing Salesforce setup. As part of this process, we ensure your key data fields are correctly aligned..
Where enhancements are requested to tailor the product more closely to your specific internal processes, these can be scoped and delivered collaboratively. Any additional development outside the standard configuration would be agreed in advance. Ongoing support for extended functionality will be aligned to your selected support package.
A typical implementation timeline from Sandbox installation through to Production deployment is approximately 1–2 weeks, depending on availability for testing and sign-off.
The implementation scope includes:
• Installation into a Sandbox environment
• Configuration and internal testing by our team
• Project management oversight
• User acceptance testing (UAT) by your team
• Formal sign-off
• Train-the-trainer session for up to three users
• Deployment into Production
• Post-deployment validation and initial support
If deployment into additional Sandbox environments is required, we are happy to accommodate this and will agree scope and approach in advance.
SkillEasi – Skills Made Searchable
SkillEasi standardises, maps, and manages skills across candidates and jobs within Salesforce to improve search accuracy, matching precision, and reporting clarity. Built on custom metadata, it transforms fragmented skill data into a structured, searchable intelligence framework.
All pricing below is based on a 12-month minimum term. Discounts are available for longer-term agreements or multi-product bundles.
| Package | User Range | Monthly Cost | Commitment (12 Months) |
|---|---|---|---|
| Core | 10–30 Users | £200.00 | £2,400.00 |
| Growth | 31–100 Users | £400.00 | £4,800.00 |
| Enterprise | 101–500 Users | £600.00 | £7,200.00 |
| Enterprise Max | 501+ Users | £1,000.00 | £12,000.00 |
For enterprise-scale taxonomy modelling, advanced metadata configuration, or multi-org deployments, please contact us for a tailored commercial proposal.
Support
Support is provided in accordance with our standard Terms and Conditions and includes our defined Service Level Agreements (SLAs). All response times, resolution targets, and support coverage levels are governed by these agreed service standards.
Support is provided in accordance with our standard Terms and Conditions and includes our defined Service Level Agreements (SLAs). All response times, resolution targets, and support coverage levels are governed by these agreed service standards.
Frequently Asked Questions
1. How long does implementation take?
A typical implementation takes 2–4 weeks from Sandbox installation through to Production deployment, depending on complexity and availability during UAT.
2. When do commercials begin?
Commercial terms begin from the date Extendify is installed into your Sandbox environment.
3. Does Extendify replace our existing placement process?
No. Extendify enhances and structures your placement lifecycle by introducing controlled, linked actions such as extensions, rate changes, credits, and terminations — without disrupting your core data model.
4. Are extensions and rate changes linked to the original placement?
Yes. All placement extensions, rate changes, credits, and early terminations are automatically linked to the master placement, providing complete visibility in one place.
5. Can approval workflows be configured?
Yes. Approval processes can be configured to align with your governance requirements, including rate increases, credits, or early terminations.
6. What happens if we need custom functionality?
Enhancements beyond the standard configuration can be scoped and agreed in advance. Ongoing support for extended functionality will align with your selected support package.
7. Is training included?
Yes. A train-the-trainer session for up to three users is included as part of the standard implementation.
8. What environments are included in the install?
The standard scope includes installation into one Sandbox environment and deployment into Production. Additional Sandbox deployments can be arranged if required.
9. How does Extendify support finance and reporting?
Extendify maintains structured relationships between master placements and related actions, ensuring accurate deal values, clean reporting, and full audit visibility.
10. What support is provided post go-live?
Support is delivered in line with our Terms and Conditions and defined SLAs, covering agreed response and resolution standards.
1. How long does implementation take?
A typical implementation takes 2–4 weeks from Sandbox installation through to Production deployment, depending on complexity and availability during UAT.
2. When do commercials begin?
Commercial terms begin from the date Extendify is installed into your Sandbox environment.
3. Does Extendify replace our existing placement process?
No. Extendify enhances and structures your placement lifecycle by introducing controlled, linked actions such as extensions, rate changes, credits, and terminations — without disrupting your core data model.
4. Are extensions and rate changes linked to the original placement?
Yes. All placement extensions, rate changes, credits, and early terminations are automatically linked to the master placement, providing complete visibility in one place.
5. Can approval workflows be configured?
Yes. Approval processes can be configured to align with your governance requirements, including rate increases, credits, or early terminations.
6. What happens if we need custom functionality?
Enhancements beyond the standard configuration can be scoped and agreed in advance. Ongoing support for extended functionality will align with your selected support package.
7. Is training included?
Yes. A train-the-trainer session for up to three users is included as part of the standard implementation.
8. What environments are included in the install?
The standard scope includes installation into one Sandbox environment and deployment into Production. Additional Sandbox deployments can be arranged if required.
9. How does Extendify support finance and reporting?
Extendify maintains structured relationships between master placements and related actions, ensuring accurate deal values, clean reporting, and full audit visibility.
10. What support is provided post go-live?
Support is delivered in line with our Terms and Conditions and defined SLAs, covering agreed response and resolution standards.